Allegion vs UFP Industries
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KIRA’s take AI analyst
I put Allegion and UFP Industries side by side, using each one’s latest annual report. Here is what stands out:
- UFP Industries is the larger business, with $6.3B of revenue in fiscal 2025 against $4.1B for Allegion, about 1.6 times as much.
- Allegion grew revenue faster (7.8%, against −5.0%).
- Allegion kept more of each dollar of sales as operating profit (21.1% operating margin, against 5.8%).
- Allegion turned more of its sales into free cash flow (16.9% FCF margin, against 4.4%).
- Allegion earned a higher return on the capital invested in it (21.5%, against 11.8%).
- Investors pay more for each dollar of Allegion’s earnings: a P/E of 22.2x against 18.6x for UFP Industries.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Allegion
ALLE
9/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-score
UFP Industries
UFPI
2/11
Net debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | ALLE FY25 | UFPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.2B | $4.4B |
| Revenue | $4.1B | $6.3B |
| Free cash flow | $686M | $276M |
| Net income | $644M | $295M |
| Growth | ||
| Revenue growth | 7.8% | −5.0% |
| 5-year growth | 8.4% | 4.2% |
| Share count change | −1.1% | −3.5% |
| Profitability | ||
| Gross margin | 45.2% | 16.8% |
| Operating margin | 21.1% | 5.8% |
| Net margin | 15.8% | 4.7% |
| FCF margin | 16.9% | 4.4% |
| Return on capital | 21.5% | 11.8% |
| Return on equity | 36.1% | 9.4% |
| Balance sheet | ||
| Net debt | $1.6B | −$719M |
| Net debt / EBITDA | 1.6x | −1.4x |
| Dividends and buybacks | $255M | $515M |
| Valuation & quality | ||
| P/E | 22.2x | 18.6x |
| Piotroski F-score | 8 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.